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Southern Company
SO

Overview Fund Activity

1,192 hedge funds and large institutions have $27B invested in Southern Company in 2017 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 487 increasing their positions, 434 reducing their positions, and 58 closing their positions.

Holders
1,192
Holders Change
+21
Holders Change %
+1.79%
% of All Funds
29.72%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.45%
New
92
Increased
487
Reduced
434
Closed
58
Calls
$246M
Puts
$158M
Net Calls
+$87.6M
Net Calls Change
+$44.3M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.09B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$611M
3
Ameriprise
3
Ameriprise
Minnesota
$438M
4
Franklin Resources
4
Franklin Resources
California
$1.08B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.42B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$594M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$616M
3
Wells Fargo
3
Wells Fargo
California
$694M
4
APG Asset Management
4
APG Asset Management
Netherlands
$126M
5
Capital International Investors
5
Capital International Investors
California
$179M
Name Market Value Shares Shares
Change 		Shares
Change %
RMCM
976
Reynders McVeigh Capital Management
Massachusetts
$244K 4,893 -388 -7%
BBI
977
Baxter Bros Inc
Connecticut
$244K 4,900 -350 -7%
ZIM
978
Zacks Investment Management
Illinois
$243K 4,873 +4,873 New
FBT
979
First Bankers Trust
Kentucky
$240K 4,816 – –
PL
980
Parkwood LLC
Ohio
$239K 4,799 -514 -10%
LIM
981
Lathrop Investment Management
Arkansas
$239K 4,800 -215 -4%
BC
982
Bartlett & Co
Ohio
$239K 4,799 +14 +0.3%
SAM
983
Shamrock Asset Management
Texas
$237K 4,798 -463 -9%
TWA
984
TCI Wealth Advisors
Arizona
$236K 4,745 -15 -0.3%
BRM
985
Boston Research & Management
Massachusetts
$236K 4,750 – –
PAM
986
Peak Asset Management
Colorado
$236K 4,734 – –
ACA
987
Anchor Capital Advisors
Massachusetts
$236K 4,750 – –
AAP
988
Arax Advisory Partners
Colorado
$235K 4,737 -1,482 -24%
IHL
989
Investment House LLC
California
$235K 4,717 +3 +0.1%
Luther King Capital Management (LKCM)
990
Luther King Capital Management (LKCM)
Texas
$234K 4,708 +4,708 New
HDIM
991
Hanson & Doremus Investment Management
Vermont
$233K 4,690 -110 -2%
TCM
992
Tufton Capital Management
Maryland
$232K 4,668 -110 -2%
UAS
993
United Asset Strategies
New York
$230K 4,611 – –
KB
994
Kimelman & Baird
New York
$230K 4,614 +410 +10%
CWM
995
Confluence Wealth Management
Oregon
$229K 4,596 +374 +9%
PCM
996
Penserra Capital Management
California
$229K 4,620 +3,080 +200%
DLHL
997
Donald L. Hagan LLC
Florida
$227K 4,569 – –
RGC
998
Roberts, Glore & Co
Illinois
$225K 4,514 – –
EGM
999
Engineers Gate Manager
New York
$224K 4,500 +4,500 New
KPCM
1000
Kings Point Capital Management
New York
$223K 4,485 – –
38 39
40
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